Family Wealth Group, LLC Vanguard Small Cap Value ETF Transaction History

Family Wealth Group, LLC

  • $115 Million
  • Q4 2025

A detailed history of Family Wealth Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 2,796 shares of VBR stock, worth $574,466. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,796
Previous 2,703 3.44%
Holding current value
$574,466
Previous $564,000 1.77%
% of portfolio
0.5%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$201.42 - $211.15 $18,732 - $19,636
93 Added 3.44%
2,796 $574,000
Q3 2025

Oct 29, 2025
BUY
$195.41 - $212.37 $71,715 - $77,939
367 Added 15.71%
2,703 $564,000
Q2 2025

Aug 04, 2025
BUY
$162.76 - $195.77 $380,207 - $457,318
2,336 New
2,336 $455,000

Others Institutions Holding VBR

# of Institutions
1,802
Shares Held
91.6M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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